Allen Wealth ManagementSERVICES

Financial Planning

The old saying; If you fail to plan, you plan to fail, has never been more relevant than when discussion one’s financial health and future. Everyone, regardless of age, income level, assets, liabilities, career, education, family structure, investment objectives, etc., needs a financial plan. Allen Wealth Management provides comprehensive financial planning services to our clients. Whether you need just a few hours of our time to develop a basic budget or savings plan, or you need a Personal CFO serving as a single point of contact to coordinate all of your financial matters on an ongoing basis, we can help! A fully customized, intuitive financial plan will serve as your detailed road map, leading you directly to your long-term financial goals and objectives. AWM’s financial planning services include:

Investment Management

What sets Allen Wealth Management apart from virtually all other investment management firms is that we combine the financial planning process and the investment management process into one, seamless, highly effective financial strategy for our clients. Although clients can choose to engage AWM for financial planning services, or for investment management services independently, the combination of these two services offers powerful synergies for our clients. By combining financial planning to create a comprehensive financial plan for the client, with our suite of innovative and effective investment management strategies, AWM provides a holistic approach, a ‘Total Financial Management Solution’ for our clients. AWM customizes each portfolio to meet the specific needs of our clients. Some of the key investment management strategies AWM offers include:

Business Consulting

Just as every individual should have a financial plan, every business should have a business plan. For startups, this is mandatory, if entrepreneurs are attempting to secure funding. Even if no funding is needed, however, every entrepreneur should have a business plan/strategic plan, which includes well-defined objectives and milestones, along with a complete and detailed financial model. AWM has extensive expertise in business plan writing and financial modeling. Our CEO has a quarter-century of investment banking/funding experience. He can also serve as a consulting/Interim CFO, assisting companies, especially startups, with the funding process, and providing strategic planning guidance to help build businesses to profitability and exit. In addition to business plan writing and financial modeling, AWM offers these additional business consulting services:

Trusted Community Partners

Paul Graziano of Allen & Kimball

Senior Helpers

Phil Palmquist of Hocking Denton Palmquist

Steve Epstein of Keller Williams

Craig D. Allen

Taylor Reaume

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About Us

Allen Wealth Management, LLC, (AWM), an investment advisory firm registered with the state of California, is located in Santa Barbara, California. At AWM, we strive to provide a personalized, thoughtful, and professional experience for our clients.